Download, complete and return this form to apply for a BankSA Margin Lending facility. If you need assistance completing this form, please contact our Account Management team on 1300 305 172, Monday to Friday (8am to 5pm, Sydney time).

Please download and complete this form to write call options using your margin lending facility. The Call Options terms and conditions are to be read and understood in conjunction with the BankSA Margin Lending Facility Agreement.

Complete this form to authorise the opening of a Cash Management Trust Account (CMA). The CMA will be opened in the name of Value Nominees Pty Limited, a wholly owned subsidiary of Westpac Banking Corporation.

You will need to complete this form if you wish to write call options using your margin loan facility. You may also need to complete this form if we require further information from you to set up or maintain your margin loan facility.

Debit your monthly interest charges directly from your bank account. In completing the direct debit form request you are accepting the terms and conditions of the Direct Debit Request Service Agreement.

Complete this form if you wish to provide your Tax File or Australian Business Number and have not already done so. Please note you do not have to provide these details but if you choose not to, tax may be withheld on any interest earned on your Cash Management Trust Account at the highest marginal rate plus the Medicare levy.

Complete this form to give a person other than your Adviser the authority to act on your existing margin lending facility in all matters as if they were you (except for the receipt of margin calls), or, if you wish to change/revoke this authority.

Conditions, fees and charges apply. These may change or we may introduce new ones in the future. Full details are available on request. Lending criteria apply to approval of credit products. This information does not take your personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it. Read the disclosure documents for your selected product or service, including the Terms and Conditions or Product Disclosure Statement, before deciding. Unless otherwise specified, the products and services described on this website are available only in Australia from BankSA - A Division of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.